Production-grade HubSpot work, not theoretical knowledge. Each line below maps to programs we've shipped — across the platform's actual surface area, not the marketing site's.
01Audit + takeover
Pick up where your last admin left off.
Full portal audit — Workflow inventory, list hygiene, lifecycle stage logic, property bloat, deliverability, template debt. Gap list sized by revenue, then we run it.
02Data + CRM hygiene
Properties, pipelines, lifecycle stages that mean something.
Property governance, dedupe rules, lifecycle stage definitions (Lead → MQL → SQL → Customer), pipeline cleanup, and the Salesforce or warehouse sync that keeps it honest.
03Workflows + automation
Workflows that route, score, and hand off.
Lead routing, scoring rebuilds, lifecycle stage automation, internal alerts, SLA timers. Operations Hub custom code actions for the logic Workflows can't express on their own.
04Custom Objects
The data layer past Contacts and Companies.
Custom Objects for account hierarchies, product usage, subscriptions, properties, locations — whatever the business actually sells. Modeled in HubSpot, associated correctly, reported on natively.
05Forms + Conversations + Tickets
Every inbound surface, wired to the CRM.
Forms feeding clean records, Conversations routed to the right inbox, Tickets driving Service Hub SLAs. The capture and triage layer most portals leave half-built.
06Lists + Segmentation
Active and static Lists that earn their keep.
Behavioral, firmographic, and lifecycle-stage segments. Suppression Lists, re-engagement Lists, sales-ready Lists. Documented logic so nobody rebuilds the same segment three times.
07Template systems
Email template + module build systems.
Full design and dev pipeline on Marketing Hub. Drag-and-drop modules, HubL components, reusable email templates, design tokens. Build it once, every campaign uses it.
08Migrations
From any tool.
Marketo, Pardot, Mailchimp, Klaviyo, ActiveCampaign, Salesforce Marketing Cloud, in-house. Contact + Company + Deal mapping, Workflow rebuilds, template re-cuts in HubL, sync to Salesforce or your warehouse preserved.
09Deliverability
Inbox placement, sending domains, sender reputation.
Dedicated IP setup, SPF/DKIM/DMARC alignment, sending domain warmup, suppression hygiene, complaint-rate triage. Marketing Hub sends land where they're supposed to.